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| Dumont & Blake Investment Advisors LLC
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|---|---|
| CRD # | 109318 |
| SEC # | 801-56824 |
| CIK # | 0001287618 |
| AUM | 562.3 M (2026-03-31) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 609-514-1899 |
| Address | 731 Alexander Road Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001287618 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.8 | ||
| Microsoft Corp | 10.7 | ||
| Alphabet Inc | 6.6 | ||
| Alphabet Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Amazon Com Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.4 | ||
| BlackRock Inc | 3.4 | ||
| Johnson & Johnson | 3.3 | ||
| Coach Inc | 3.3 | ||
| Amgen Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 85.3 |
| (b) Individuals (high net worth individuals) | 205 | 463.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 9.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 858 | 562.3 |
| By Discretionary | ||
| Discretionary | 801 | 544.2 |
| Non-Discretionary | 57 | 18.1 |
| Total | 858 | 562.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.3 | |
| Total | 858 | 562.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001287618] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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|---|---|---|
|
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|
Wealth Science Advisors LLC
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